Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edwards Clive is an investment advisor representative registered with Osaic Wealth, Inc. William has been in the financial services industry since February 6, 1984. William has held previous positions with Securities America, Inc., KMS Financial Services, Inc., Brookstreet Securities Corporation, Sentra Securities Corporation, Home Life Insurance Company, W. S. Griffith & Co., Inc., and Waddell & Reed, Inc. William is licensed in Arkansas, California, Oregon, South Carolina, Texas, Utah, and Washington. William holds the Series 7, Series 24, Series 63, and Series 66 licenses. William specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. William also provides selection of other advisors services. William is a licensed tax preparer and owns several residential rental properties.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
06/14/2024 - Present
Osaic Wealth, Inc. (BENTONVILLE AR)
AR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BENTONVILLE AR)
WA
03/12/2003 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (VANCOUVER WA)
CA
08/06/2002 - 03/25/2003
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
AZ
11/20/1991 - 08/21/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
05/24/1988 - 11/20/1991
HOME LIFE INSURANCE COMPANY
NA
05/24/1988 - 11/20/1991
W. S. GRIFFITH & CO., INC.
CT
06/15/1984 - 11/20/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
01/25/1984 - 06/01/1984
WADDELL & REED, INC.
BOTH
Issued 06/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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